BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 12 TO 19 MAY 2021 (ANÁLISIS BANCO SABADELL)
European Portfolio
We lower the weight of AXA and Linde and include Kering.
European High Yield Portfolio
Airbus, Air Liquide, Daimler, Deutsche Post & Philips
No changes this week.
Spanish Recommended Portfolio
We lower the weight of Arcelor, Acerinox and Repsol, and allocate it to Iberdrola and Mapfre.
5-Stock Recommended Portfolio
ACS, Cellnex, Ferrovial, Grifols & Iberdrola
We replace Arcelor with Iberdrola.
5 High-Yield Stock Portfolio
Acerinox, Enagás, Iberdrola, Mapfre & Merlin
We replace Repsol with Mapfre.
Mid&Small Recommended Portfolio
Acerinox, CAF, Enagás, Ence, FCC, G. Catalana Occidente, Indra, Liberbank, Mediaset & Merlin
No changes this week.